Credit Markets Finally Crack As Private Credit Contagion Infects Public Markets

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"a spike in private defaults could ripple across public markets, widening spreads and impairing liquidity."


"Torn The Roof Off" British Politics: Starmer Stunned After Green Party Steals Labour Seat

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“...a wake-up call.”


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Before the 2024 election, we interviewed an analyst who was calling for Democratic outperformance despite the Polymarket forecast showing an insanely close race.

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Here We Go Again: Billions Vaporized In Spectacular Private Credit Collapse

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Some MFS entities within the firm claimed in court filings that they were seeing "serious irregularities" and a "significant shortfall" in their collateral.


Brutal: Democrats Walked Straight Into This

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...devastating new ad exposes their refusal to stand for protecting Americans over illegals...


Pakistan Declares 'All-Out War' Against Afghanistan, Hundreds Dead In Overnight Clashes With Taliban

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Rare Pakistani airstrikes on Kabul...



Credit Rarely Moves First Without a Reason

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Credit is whispering again.

Justice Department Sues 5 More States For Refusing To Provide Voter Rolls

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In total, the department has filed lawsuits against 29 states and the District of Columbia over voter roll access...


Iran Rejects US 'Excessive Demands' - But Next Talks Scheduled For Wednesday

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 White House demands enriched uranium be handed over to US...


Spanberger And Dems Lie About Gerrymandering Scheme

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So they moved their lips?


MP's "Strong" Quarter: Accelerated Production, Long-Term Agreements With Major Tech Companies

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In the fourth quarter alone, NdPr production increased 74% year-over-year to 718 metric tons.


'Soft' Data Soars To 2-Year Highs As Chicago PMI Smashes Expectations

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..higher than the highest analyst's expectation.


US Offers $10 Million For Capture Of Sinaloa Cartel Boss Brothers

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Cartel dismantling appears to be shifting into high gear...


Jack Smith's Secret Orders Targeting Patel And Wiles Should Alarm Us All

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It is only the latest example of the abuse of the investigatory powers by Special Counsel Jack Smith...


'Be Long The Makers & Short The Takers': Goldman's Delta-One Desk-Head Warns "Pace Of Change Is Astounding"

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The rules that defined the last 20–30 years of markets are being rewritten...


OpenAI Secures Record $110 Billion Funding Round Backed By Amazon, Nvidia, & SoftBank

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"As long as revenue keeps growing, the deals are not circular..."


US Begins Evacuating Some Embassy Staff In Israel 'While Flights Still Available'

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Non-emergency personnel encouraged to depart for 'safety'...


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Surging Services Costs Spark Unexpected Surge In US Producer Prices In January

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The bottom line is that this will likely lead to a hotter than expected Core PCE print - something The Fed watches closely.


Futures Slide As Renewed AI Disruption And Private Credit Fears Spark Selling

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“Barring an economic downturn in Europe, the outperformance should continue.”


AI Power Players Get A Fresh Catalyst As BYOP Turns Political

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...winning is less about who can pour concrete fastest, and more about who can secure reliable, politically acceptable electrons at scale...


New Kansas Law Ends Transgender Activist Madness

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Republican lawmakers override Democrat governor veto, forcing trans activists to ID according to their biological sex and use the correct bathrooms in public buildings...